Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard Balanced Index Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. PHOENIX ENVIRONMENTAL LABORATORIES 401(K) PLAN | MANCHESTER CT | 116 | $13.8M | $667K |
| 2 | SRTV HOLDINGS LLC SRTV HOLDINGS LLC 401(K) PROGRAM | JACKSONVILLE FL | 394 | $23.2M | $311K |
| 3 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN |
SOUTH WINDSOR CT |
| 93 |
| $11.4M |
| $187K |
| 4 | HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSI CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | ORANGE PARK FL | 114 | $19.0M | $167K |
| 5 | DENALI STAFFING, LLC DENALI STAFFING 401(K) PLAN | NEW BERLIN WI | 132 | $11.6M | $84K |
| 6 | PER SCHOLAS INC PER SCHOLAS INC 401(K) PROFIT SHARING PLAN | BRONX NY | 509 | $13.9M | $70K |
